Task Listing

You can use this report to generate a list of all the task templates configured by your institution.  

If you frequently generate reports with the same selection criteria, you can save the selection criteria under a name. This makes it easier to generate reports in the future with the same selection criteria.

Prerequisites

You must have: 

  • Common - Reports - View authorization

  • Either Reports - Contact Manager - Task Listing or Contact Manager - All Reports authorization (All Reports provides authorization to view all reports for Contact Manager.) 

If policies are enabled, you must have permission in the policy to read the task template.

Access Method

Select the Reports tile > locate Contact Manager > select Task Listing.

Procedure to Generate the Report

  1. Specify the data selection criteria.

    ActiveClosed Specifies whether the associated record is active.

    CampusClosed The campus where the student or students were enrolled.

    CRM Effective DateClosed For tasks integrated with CRM, specifies the date when the integration is effective. Tasks before the date are not integrated. From and To

    CRM Integration Closed If your institution has configured CRM integration, this option filters the report on the integration. If you select Yes, only task types that have been configured to be integrated with CRM are displayed in the report. If you select No, the report displays tasks that have not been configured to be integrated with CRM.

    Event TypesClosed The type of event associated with the task. Events are defined by the system and are selected for task templates when they are configured by your institution.

    Load Saved CriteriaClosed Select the required saved criteria that you want to load in the selection criteria fields.

    Task CategoryClosed Categories your institution can use to organize task types. They are configured by your institution and can be associated with task types.

    Task TemplateClosed The task that must be performed. It is the name given to the task template when it was configured by your institution.

  2. Take the appropriate action.

    Task Action to Take
    View the report

    1.  Select the View Report button. Anthology Student displays the generated report.
    Export the report

    To download the report, select the Export drop-down menu in the report toolbar and select an option, e.g., Excel, PDF, PowerPoint, or CSV.

    Export drop-down menu

    A CSV file may be viewed in Excel. In some cases, the exported file will contain additional data not displayed in the report on your screen.

    Note: If you have entered specific characters like *, -, !, (, or ) into the fields of the report, Anthology Student automatically prepends an apostrophe to those field values upon export to Excel or csv. The apostrophe is added to reduce vulnerability, as these characters are perceived by Excel as actionable formula. Once the report is exported to Excel, Anthology suggests using find and replace on the characters only if necessary to restore original values.
    Save the selection criteria

    1.  Select the Save Criteria button. Anthology Student displays the Save Criteria dialog box.

    2.  Specify the name to save the criteria.

    3.  Select the Save button. Anthology Student saves the selection criteria for the report.
    Delete the selection criteria

    1.  Select the Delete Saved Criteria button. Anthology Student displays the Delete Criteria dialog box.

    2.  Select the Delete button. Anthology Student deletes the selected saved criteria for the report.

Details for the Report

The report is sorted in alphabetical order by the activity type code.